Roles and Responsibilities:

·         Liaise with other departments, partner and external parties on training arrangement – development, logistic and coordination.

·         Independently manage the relationship building and negotiation with channel heads and sales heads of partners.

·         Design, develop, implement, and maintain programs by specifying training objectives, content, activities and methods in program design/plan to meet with the identified training needs supporting partners and channels

·         Identify the extent of a program's impact on participants and maintain follow-up on their applications after the program

·         Review course evaluation for further enhancement or improvement

·         Participate in the development of long-term plans, training structure, organization, policies, programs, services and practices in order to accomplish the training mission

·         Conduct analysis on information/data/resources relating to section’s training activities, and report findings in regular reports

·         Prepare regular reports on training activities to management according to the guidelines given

·         Execute and deliver quality and effective training to different target participants

·         Maintain the training library / record  / file management

·         Liaise with HKCAAVQ on course accreditation logistics and post approval reporting issue

·         Participate in new business initiatives / project arising from the department’s strategic/operational business plan. Act as the subject matter expert in driving new training initiatives to support different channels

·         Plan ahead on resources needed to accommodate the activities of each functional section and able to set priorities by minimizing resources with maximum output

·         Perform other responsibilities and duties periodically assigned by the Supervisor in order to meet business requirements

Minimum Job Requirements:

·         University graduate with minimum of 8 years of relevant working experience in insurance / bancassurance T&D function, managerial exposure is preferred

·         Good training sense in terms of course development, design and evaluation

·         Experience in building e-learning platform is a plus

·         Good presentation, communications, and facilitation skills

·         Professional qualification such as CFP would be an advantage

·         Proficient in written & spoken English and Chinese

·         PC skills in some office operating software, like PowerPoint, Excel and Chinese word processing

·         Good coordination skills

·         Proactive, mature, initiative, customer service oriented, willing and able to learn, team player, trustworthy

·         Required to be licensed if the job involves regulated activities